CWM
Compass Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Buy |
42,167
+71
| +0.2% | +$20.6K | 2.91% | 3 |
|
|
2025
Q1 | $10.3M | Sell |
42,096
-2,854
| -6% | -$700K | 2.63% | 3 |
|
|
2024
Q4 | $10.8M | Sell |
44,950
-4,609
| -9% | -$1.1M | 2.6% | 3 |
|
|
2024
Q3 | $10.5M | Sell |
49,559
-2,307
| -4% | -$486K | 2.46% | 3 |
|
|
2024
Q2 | $10.5M | Sell |
51,866
-366
| -0.7% | -$74K | 2.59% | 4 |
|
|
2024
Q1 | $10.5M | Sell |
52,232
-1,247
| -2% | -$250K | 2.62% | 3 |
|
|
2023
Q4 | $9.1M | Sell |
53,479
-727
| -1% | -$124K | 2.54% | 3 |
|
|
2023
Q3 | $7.86M | Sell |
54,206
-601
| -1% | -$87.2K | 2.47% | 3 |
|
|
2023
Q2 | $7.97M | Buy |
54,807
+180
| +0.3% | +$26.2K | 2.41% | 3 |
|
|
2023
Q1 | $7.12M | Sell |
54,627
-120
| -0.2% | -$15.6K | 2.26% | 3 |
|
|
2022
Q4 | $7.34M | Buy |
+54,747
| New | +$7.34M | 2.41% | 4 |
|